Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,139 | $201,370-59.2% | $184,256-55.4% | $145,897-43.7% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 10.03% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,033 | $7,024-85.3% | $6,427-83.9% | $4,663-77.8% |
| Participant deferral / active EE | $7,404 | $9,808-24.5% | $9,133-18.9% | $6,689+10.7% |
| Admin fee / account holder | $2,313 | $16,364-85.9% | $13,899-83.4% | $13,390-82.7% |